chapter 2 - account management · he account management module provides tools for managing...

© 2018 National Institutes of Health/CIT – Proprietary and Confidential2-2 • BRICS USER MANUAL

Account Management

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2

2 CHAPTER 2 – ACCOUNT MANAGEMENT he Account Management module provides tools for managing individual user accounts, profiles, privileges, roles and passwords. The module also provides access to the Order Management tool that is designed to help researchers create and/or manage BioSample orders. This module also allows users with “administrative” account access the privilege to perform certain administrative functions.

2.1 OBJECTIVE This chapter provides information for users on how to:

View My Profile Edit My Profile Change Password Upload Documentation Request Additional Privileges Account Admnistration Functions View User Account Lists Reset User Account Password Deactivate User Account Reactivate User Account View User Account Request Approve/Reject User Account Request View Account Group List Edit Account Group List View Current Users Create Account Group

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© 2018 National Institutes of Health/CIT – Proprietary and Confidential

2-4 • BRICS USER MANUAL

2.2 MODULE NAVIGATION The Account Administration tools (including study administration) are available within the Account Management module.

To access the Account Management module: Perform the following actions: 1. Login to the system. 2. Navigate to the Workspace landing page

Things to Note: The best user experience with navigating through the ProFoRMS module is with the latest

Firefox browser Java Runtime Environment(JRE) version 6 or higher is required. Check your version of

Java.

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http://www.java.com/en/download/installed.jsp

3. Click the Account Management module icon

4. Click the Account Management menu using the left side menu to navigate through the

sub-menus. The Account Privileges available to you displays.

Things to Note: Use the left side menu to navigate through the module.

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2.3 ACCOUNT MANAGEMENT The Account Management houses the features to perform:

View My Profile Change Password Upload Documentation Request Additional Privileges

All BRICS Users have access to the Account Management module; however, your role determines what you can and cannot do within the module.

2.3.1 View My Profile When logged into the system, a user may access the My Profile page at any time.

To Display My Profile: Perform the following actions: 1. Login to the system. 2. Navigate to the Workspace landing page

3. Click the Account Management icon to enter Account Management icon, or Click on the Account Management located on the top menu bar

4. Click on the My Profile link to display your Account Profile



5. Your account profile displays.

2.3.2 Edit My Profile When logged into the system, a user’s account profile can be changed using the Edit My Profile option.

To Edit Your Profile: Perform the following actions: 1. Login to the system. 2. Navigate to the Workspace landing page

3. Click the Account Management icon to enter Account Management icon, or Click on the Account Management located on the top menu bar



4. Click on the My Profile link to display your Account Profile

5. Click on the Edit link link to display your Account Profile from where you can edit your profile.

6. Enter the profile information you wish to edit including any contact information as needed and Click the Update Profile button to update your profile.



2.3.1 Change Password When logged into the system, a user’s account password can be changed using the Change Password link. This may be performed at any time to enhance security as necessary of for any other personal reason you would like to change your password.

To Change Your Password: Perform the following actions: 1. Select the Account Management tab, and then the Change Password tab.

The New Password textbox expands to display the password creation standards that must be followed when choosing a new password.

2. Enter your Current Password, New Password and Confirm Password in the text boxes to confirm your new password.

3. Click the Change Password button.

4. If you decide to leave your change password screen without submitting a new password request, Click on the Cancel button. The password change takes effect immediately and must be used when logging into BRICS again.

Things to Note: Passwords are Case sensitive. 8-15 alpha/numeric characters. Must contain at least 3

different kinds of characters: Capital Letter, Lowercase letter, Numbers, and/or Special character.

Passwords display as dots for security purposes. Make sure to enter your password carefully.

Your old password may re-appear in the Password field if you have not cleared your browser’s cache/history, especially if you had previously opted to save the password in the field. Make sure you are entering the new password before you attempt to log in. If unsure, clear the cache/history and log in again with the new password.

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2.3.2 Request Additional Privileges To Request Additional Privileges: Perform the following actions:

1. Login to the system. 2. Navigate to the Workspace landing page

3. Select the Request Additional Privileges link

4. Select the desired permission by clicking on the check box beside the specific privilege(s)



5. Click on the Request Privilege button.

6. Click on the Request Privileges button to submit your request.

Things to Note: Your old password may re-appear in the Password field if you have not cleared

your browser’s cache/history, especially if you had previously opted to save the password in the field. Make sure you are entering the new password before you attempt to log in. If unsure, clear the cache/history and log in again with the new password.

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chapter 2 - account management · he account management module provides tools for managing...

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